Morgan Stanley·2026-08-03SectorLuxury Goods: China housing prices continue to decline in JulyEuropean luxury·Neutral
Morgan Stanley·2026-08-03SectorChina Industrials: US Protectionism: Competition risingChina robotics components·Overweight
Goldman Sachs·2026-08-03SectorChina Insurance: 1H26 Preview: Profit growth priced in, focus on equity sensitivity and bancassurance sales
Bernstein·2026-08-03SectorGlobal Digital Assets: The Digital Assets Memo: Thoughts on CLARITY-looks tough but expect accelerated policy support (123 n)Digital assets·Overweight
Morgan Stanley·2026-08-03SectorChina IT Services and Software: Searching for Oversold OpportunityChina software·Overweight
Goldman Sachs·2026-08-03SectorChina Insurance: Property & Casualty: Decline in claims frequency to drive improvements in COR; Buy PICC P&C, upgrade PICC Group H to Buy1339.HK
Morgan Stanley·2026-08-03SectorSemiconductors Weekly Earnings Week 3 (AMD, ALAB, GFS, SNDK, AEVA, IONQ, MCHP) NXP AMBAUS semiconductors·Overweight
Goldman Sachs·2026-08-03SectorCHINA CONSUMER DURABLES Preliminary thoughts on FCC’s updated Covered List to include advanced robotic devices; limited near-term impact on RVCs, mid long-term implications hinge on implementation
Deutsche Bank·2026-08-03SectorChina Consumer Discretionary: European Luxury & Sportswear Brands 2Q26 China Operational TrackingChina luxury demand·Neutral
J.P. Morgan·2026-08-03SectorChina Utilities & Renewables Blog: China solar shr px jump;1H26 ESS development trend largely positive;new nuclear projects approval
Bernstein·2026-08-03SectorGlobal Luxury Goods: The Upstream Activity Monitor 2H26 - No Significant Improvement On The HorizonLuxury goods·Neutral
Morgan Stanley·2026-08-03MacroG10 FX Strategy JPY FX Intervention Key Questions and Market ImplicationsJPY·Underweight
Morgan Stanley·2026-08-03StrategyGlobal Thematics Weighing In Open-Weights Models & 3 States of the World
Goldman Sachs·2026-08-03SectorNavigating China Internet_AI models_ Focuses on harness & model performance vs. price; multi-modal highlights; top AI_apps